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Official data from USPTO

CONNECTING YOUR WEALTH TO YOUR GOALS AND DREAMS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CONNECTING YOUR WEALTH TO YOUR GOALS AND DREAMS

ST13

US500000098211414

Class

36

Filing

98211414

Registration

7507176

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

03/08/2026

Trademark type

Word

Nice classes

36

Filing date

10/05/2023

Registration date

09/17/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/17/2024

Last transaction

03/08/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

04/01/2021

First use in commerce

04/01/2021

Drawing code

4

Owner type

16

Owner location

Towson, MD, US

Examiner

ALTREE, NICHOLAS

Law office

L70

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Founders Financial, LLC

Representatives

Kimberly S. Grimsley Gordon Feinblatt LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services

Publications

History of USPTO decisions and trademark events.

15 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/06/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/06/2026

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

03/06/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

09/17/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

09/17/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/02/2024

PUBO

PUBLISHED FOR OPPOSITION

07/02/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/12/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/26/2024

DOCK

ASSIGNED TO EXAMINER

05/25/2024

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/15/2024

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/15/2024

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/15/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/30/2023

NWAP

NEW APPLICATION ENTERED

10/05/2023

Continuous trademark protection

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